Recent Posts
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064: Liz Young from BNY Mellon joins Patti...
In part two of a two-part series with Liz Young, CFA and Director of Market Strategy at BNY Mellon Investment Management, Patti questions what the next 900 days look like for the markets – both nationally and globally.
Posted by Patti Brennan, 02/12/2021 11:00 AM
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063: Liz Young from BNY Mellon joins Patti...
Patti recently had the pleasure of sitting with Liz Young, CFA and Director of Market Strategy at BNY Mellon Investment Management.
Posted by Patti Brennan, 01/29/2021 11:00 AM
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062: Why You Shouldn't Budget!
Patti and her Chief Planning Officer, Eric Fuhrman, discuss some easy, less constrictive ways to save money and allocate it in a way that might help the listener reach their goals faster than ever imagined.
Posted by Patti Brennan, 01/15/2021 11:00 AM
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061: Hot Housing Market Tips & Trends
Patti sits down with the Main Line’s top realtor, Lone Spillard, of Compass Realty
Posted by Patti Brennan, 01/01/2021 11:00 AM
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060: 2020 - A Year to Remember or a Year t...
Patti is concluding her series this year with her special guest and friend, radio host Gregg Stebben.
Posted by Patti Brennan, 12/18/2020 11:00 AM
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059: Automatic Millionaire – It’s Easier T...
In today’s episode, Patti sits down once again with renowned journalist and radio host, Gregg Stebben. Gregg confesses that while he has always been financially responsible in his life, he was not taking financial responsibility.
Posted by Patti Brennan, 12/04/2020 11:00 AM
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058: The Election is “Almost” Over – Now W...
Now that the most contested Presidential election in history is almost over…. now what?
Posted by Patti Brennan, 11/20/2020 11:00 AM
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057: Real Life Pandemic Opportunities and ...
Patti sits down with nationally renowned radio host, Gregg Stebben, to discuss these “pandemic opportunities” as well as the effects they will have on Americans well after the Presidential election.
Posted by Patti Brennan, 11/06/2020 11:00 AM